Sch 2(1040) Additional Taxes

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SCHEDULE 2
Department of the Treasury
Internal Revenue Service

OMB No. 1545-0074

Additional Taxes

(Form 1040)

Attachment
Sequence No. 02

Your social security number

Name(s) shown on Form 1040, 1040-SR, or 1040-NR

Part I

2023

Attach to Form 1040, 1040-SR, or 1040-NR.
Go to www.irs.gov/Form1040 for instructions and the latest information.

Tax

TREASURY/IRS
AND OMB USE
ONLY DRAFT
June 15, 2023
DO NOT FILE

1

Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . .

1

2

Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . .

2

3

Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . .

3

Part II Other Taxes
4

Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . .

5

Social security and Medicare tax on unreported tip income.
Attach Form 4137 . . . . . . . . . . . . . . . . . .

5

Uncollected social security and Medicare tax on wages. Attach
Form 8919 . . . . . . . . . . . . . . . . . . . . .

6

6
7

Total additional social security and Medicare tax. Add lines 5 and 6

8

Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required.

. . . . . .

4

7

If not required, check here . . . . . . . . . . . . . . . . . . . . .

8

Household employment taxes. Attach Schedule H

. . . . . . . . . . . . .

9

10

Repayment of first-time homebuyer credit. Attach Form 5405 if required . . . . .

10

11

Additional Medicare Tax. Attach Form 8959 . . . . . . . . . . . . . . . .

11

12

Net investment income tax. Attach Form 8960 . . . . . . . . . . . . . . .

12

13

Uncollected social security and Medicare or RRTA tax on tips or group-term life
insurance from Form W-2, box 12 . . . . . . . . . . . . . . . . . . . .

13

Interest on tax due on installment income from the sale of certain residential lots
and timeshares . . . . . . . . . . . . . . . . . . . . . . . . . . . .

14

Interest on the deferred tax on gain from certain installment sales with a sales price
over $150,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15

Recapture of low-income housing credit. Attach Form 8611 . . . . . . . . . .

16

9

14
15
16

(continued on page 2)
For Paperwork Reduction Act Notice, see your tax return instructions.

Cat. No. 71478U

Schedule 2 (Form 1040) 2023

Page 2

Schedule 2 (Form 1040) 2023

Part II Other Taxes (continued)
17

Other additional taxes:

a Recapture of other credits. List type, form number, and amount:
17a

TREASURY/IRS
AND OMB USE
ONLY DRAFT
June 15, 2023
DO NOT FILE

b Recapture of federal mortgage subsidy, if you sold your home
see instructions . . . . . . . . . . . . . . . . . . . 17b
c Additional tax on HSA distributions. Attach Form 8889 . . . .

17c

d Additional tax on an HSA because you didn’t remain an eligible
individual. Attach Form 8889 . . . . . . . . . . . . . . 17d
e Additional tax on Archer MSA distributions. Attach Form 8853 .

17e

f Additional tax on Medicare Advantage MSA distributions. Attach
Form 8853 . . . . . . . . . . . . . . . . . . . . .
17f

g Recapture of a charitable contribution deduction related to a
fractional interest in tangible personal property . . . . . . . 17g
h Income you received from a nonqualified deferred compensation
plan that fails to meet the requirements of section 409A . . . 17h
i Compensation you received from a nonqualified deferred
compensation plan described in section 457A . . . . . . .
17i
j

Section 72(m)(5) excess benefits tax . . . . . . . . . . .

k Golden parachute payments
l

17j

. . . . . . . . . . . . . .

17k

Tax on accumulation distribution of trusts . . . . . . . . .

17l

m Excise tax on insider stock compensation from an expatriated
corporation . . . . . . . . . . . . . . . . . . . . . 17m
n Look-back interest under section 167(g) or 460(b) from Form
8697 or 8866 . . . . . . . . . . . . . . . . . . . . 17n

o Tax on non-effectively connected income for any part of the
year you were a nonresident alien from Form 1040-NR . . . . 17o

p Any interest from Form 8621, line 16f, relating to distributions
from, and dispositions of, stock of a section 1291 fund . . . . 17p
q Any interest from Form 8621, line 24 . . . . . . . . . . .

17q

z Any other taxes. List type and amount:
17z
18

Total additional taxes. Add lines 17a through 17z . . . . . . . . . . . . . .

18

19

Reserved for future use

19

20
21

Section 965 net tax liability installment from Form 965-A . . .
20
Add lines 4, 7 through 16, and 18. These are your total other taxes. Enter here and
on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . .

21
Schedule 2 (Form 1040) 2023